Vice President, Portfolio & Wealth Advisory

B  Partners is a premiere, boutique wealth management firm providing investment and wealth management services to high-net-worth individuals and families. The firm, originally founded in early 2000, now manages over $35 billion in assets.

The VP of Portfolio and Wealth Advisory is a senior member of the Advisory team responsible for day-to-day client portfolio management and monitoring including asset allocation, performance, and trading activity. This person must be collaborative, team-oriented, energetic, and willing to provide the highest level of client service maintaining the utmost in ethical standards.

The right candidate is passionate and motivated, embodies a strong work ethic, an entrepreneurial mind-set, and enjoys working in a collaborative environment.

We prize independent lateral thinkers with diverse points of view. We are as driven to serve and make an impact in our communities as we are to delivering superior results. Our greatest asset is our people and the notable culture that we've built and want to expand. Join us on our journey!

Your Responsibilities

• Oversee day-to-day client portfolio management and monitoring including asset allocation, performance, and trading activity

• Liaise with your clients' team of external advisors (e.g., attorneys, tax accountants, etc.) to deliver integrated advisory services

• Provide pro-active client coverage that may include discussions on market trends, changes in tax law, trust & estate matters, and other issues as they relate to a client's overall wealth management plan

• Manage the client meeting process including initiating and coordinating agendas and materials with senior team members and developing junior staff's work product

• Participate in client meetings with a focus on creating meaningful change

• Act as a resource to other members of the firm by contributing to internal meetings regarding the firm's strategies and offering your thoughts and suggestions

• Assist new clients in defining investment goals as they transition into our firm

• Nurture relationships with various service providers that may offer benefits to our client base

• Contribute your insights to the sales and marketing process as it relates to prospective clients

Desired Qualifications

• Minimum of 5 years of relevant work experience

• Experience working with high-net-worth individuals and families with a strong emphasis on client service

• Familiarity with various aspects of portfolio management, tax efficiency and trust and estate planning, and alternative investments

• Ability to work in a team-based environment and to become an integral part of existing client relationship teams

• Highly motivated, extremely ethical, and professionally mature

Requirements

You will need to take the Series 65 exam unless you meet one of the other qualifications below:

• You have already passed the Series 65 and your exam has not expired

• You have already passed both the Series 7 & 66 and your exams have not expired

• You hold a certain professional designation such as CFA or CFP and your registration is active

What We Offer

• Competitive base salary and incentive compensation.

• Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents.

• 401K plan, Life insurance, and short & long-term disability coverage.

• One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings.

• Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care.

• Personalized development and career growth opportunities.

• Volunteerism opportunities and matching gift program.

• Flexible time off, paid parental leave, and Sabbatical with company tenure.

• Hybrid remote work environment, "Work from Anywhere" weeks, and casual dress.

• New office space with a variety of perks and amenities including catered lunches and stocked pantry.

Additional Information

Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current…